The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.
We believe an active, flexible, multi-sector approach may offer investors better long-term results by focusing on structural opportunities to generate alpha.
In today’s environment, as traditional credit market betas become less attractive, investors should consider tactical allocations to non-core sectors such as bank loans and higher-quality securitized credit.
Emmanuel Macron’s victory is positive for financial markets but medium-term risks in Europe remain.
Although markets breathed a sigh of relief following the first round results, we think caution on European assets is still warranted.
A series of surprises on the French political scene have fueled investors’ unease.
By Eve Tournier |
The end goal of the ECB initiatives is clear – to encourage more lending to businesses and households. But how do we expect investors to react, and what is the likely impact on credit markets?
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